See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,101 | $76,738-98.6% | $56,411-98.0% | $145,922-99.2% |
| Participation rate | 53.8% | 63.2%-9.4pp | 52.5%+1.4pp | 80.3%-26.4pp |
| Annual return | 13.92% | 2994.23%-2980.3pp | 1701.33%-1687.4pp | 561.29%-547.4pp |
| Employer contribution / active EE | $77 | $1,380-94.4% | $1,039-92.5% | $4,660-98.3% |
| Participant deferral / active EE | $310 | $2,623-88.2% | $1,952-84.1% | $6,688-95.4% |
| Admin fee / account holder | $12 | $3,334-99.6% | $2,829-99.6% | $13,397-99.9% |